Hi,
Is anyone regularly using payment Schedules for ticket orders, and if so how are you keeping track of which customers have a payment scheuule running?
We have a music school with fees paid through TNEW. Customers can pay the full amount up front, or they can select a weekly or monthly payment schedule. Our problem is knowing when a customer has selected a payment schedule, and what the payment dates and amounts are. We need to provide this info to an outside organisation so can't give them access to the application; we need a report that shows the dates and amounts for all payment schedules for a specified Production Season or Performance.
Any ideas?
Brian
Hi Brian, You can run the Ticket Order Billing utility in review mode to see what accounts have a payment schedule, what has been paid and what is due (and overdue). I don't think it shows all of the dates scheduled though.
Hi Codasghti - thanks. Unfortunately that report only shows past payments - we want a list of dates and amounts for future payments.
I wrote a pledge schedule balance report (on the forums here somewhere) that we might be able to hack for orders.
It shows the schedule and what is paid off against the items. Stretch goal: It uses the schedule date as the representative date of payment but it shouldn't be too hard to pull an actual transaction date from payments.
Hi Heath - that's great, thanks. i found it here https://www.tessituranetwork.com/en/Files/Shared-Reports/Pledge-Schedule-Balance-Report. It will stretch my fledgling knowledge of SQL and stored procedures but it looks like a good place to start.